$168 Million is the total value of SYM FINANCIAL Corp's 66 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FRME | New | FIRST MERCHANTS CORP | $388,000 | – | 8,360 | +100.0% | 0.23% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $140,000 | – | 770 | +100.0% | 0.08% | – |
| JPIN | New | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $126,000 | – | 2,187 | +100.0% | 0.08% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $115,000 | – | 1,053 | +100.0% | 0.07% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $113,000 | – | 829 | +100.0% | 0.07% | – |
| ACWF | New | ISHARES TRmultifactor glbl | $101,000 | – | 3,370 | +100.0% | 0.06% | – |
| JPEM | New | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $97,000 | – | 1,788 | +100.0% | 0.06% | – |
| ISCF | New | ISHARES TRmltfctr intl sml | $87,000 | – | 2,745 | +100.0% | 0.05% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $76,000 | – | 907 | +100.0% | 0.04% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $69,000 | – | 514 | +100.0% | 0.04% | – |
| IBB | New | ISHARES TRnasdaq biotech | $40,000 | – | 367 | +100.0% | 0.02% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $25,000 | – | 774 | +100.0% | 0.02% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $15,000 | – | 116 | +100.0% | 0.01% | – |
| EFV | New | ISHARES TReafe value etf | $7,000 | – | 140 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 25.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 23.1% |
| ISHARES TR | 24 | Q3 2023 | 14.7% |
| LILLY ELI & CO | 24 | Q3 2023 | 1.0% |
| ISHARES TR | 24 | Q3 2023 | 1.5% |
| APPLE INC | 24 | Q3 2023 | 1.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 0.8% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 0.5% |
| ISHARES TR | 24 | Q3 2023 | 0.3% |
| ISHARES TR | 24 | Q3 2023 | 0.4% |
View SYM FINANCIAL Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-03 |
View SYM FINANCIAL Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.